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Money Management

Use the My Spending Chart to track spending by category, update how transactions are categorized, and add personal notes to help manage your personal finances.

1
Locate the My Spending Chart

The "My Spending" chart displays spending totals from your Savings, Checking, and Credit Cards for the selected month.

From your Online Banking home page, navigate to the "My Spending" chart on the right hand side.

Transactions are automatically grouped into categories such as Dining, Groceries, Housing, Utilities, and more.

2
Select a Month to Review

Use the "Select Month" drop-down to view spending information for a different month. The spending chart will update automatically based on the selected month.

1
Open Your Transaction History

Transactions are automatically assigned a category when they occur. You can update categories for specific items in the transaction history. Categories will appear in downloaded CSV files.

Navigate to the desired account to view transaction history.

2
Review and Update Category

Select a category from the drop-down menu next to the desired transaction. Changes are saved automatically.

3
Exclude a Transaction (Optional)

To prevent a transaction from appearing in the "My Spending" chart, select the category "None" from the drop-down menu.

This will exclude the transaction from the spending totals.

1
Transaction Details

Personal notes can help you remember important details about a transaction.

To add a note, click the down arrow next to the desired transaction to expand details.

2
Add a Note

Click the pencil icon next to "Add a Note."

3
Type and Save Note

  1. Type a personal note (The note field has a 132 character limit)
  2. Click the check mark icon to save the note
    • Click the "X" icon to cancel.

4
Note Saved

After saving the note, it will appear in the transaction details. You can edit or delete the note by clicking the pencil icon.

Notes will appear in downloaded CSV files.

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